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Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
2001
Owl Creek Wealth Partners
Colorado
$171K – – –
CMBA
2002
C.M. Bidwell & Associates
Hawaii
$168K -$5.54K -14 -3%
BHWM
2003
Bay Harbor Wealth Management
Maryland
$168K +$10.3K +26 +7%
NAMP
2004
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$167K +$178K +450 New
IFWM
2005
Institute for Wealth Management
Colorado
$167K +$166K +419 New
TWM
2006
Tripletail Wealth Management
Florida
$166K -$7.12K -18 -4%
GC
2007
GFG Capital
Florida
$160K +$159K +402 New
GKIM
2008
GW&K Investment Management
Massachusetts
$156K -$3.17K -8 -2%
JWA
2009
JFS Wealth Advisors
Pennsylvania
$156K – – –
BGAI
2010
Bruce G. Allen Investments
Colorado
$154K -$28.5K -72 -16%
CFO
2011
CVA Family Office
Colorado
$153K +$7.12K +18 +5%
WA
2012
WPG Advisers
Maryland
$153K +$21K +53 +16%
SC
2013
SouthState Corp
Florida
$153K -$26.5K -67 -15%
PP
2014
PFS Partners
New Jersey
$150K +$396 +1 +0.3%
HNW
2015
High Note Wealth
Minnesota
$149K -$396 -1 -0.3%
HBW
2016
Hazlett, Burt & Watson
West Virginia
$148K +$396 +1 +0.3%
APFP
2017
Action Point Financial Planning
Michigan
$142K +$143K +361 New
BGA
2018
Battery Global Advisors
Massachusetts
$142K – – –
DSC
2019
Duncker Streett & Co
Missouri
$141K – – –
JWM
2020
JPL Wealth Management
Colorado
$140K +$6.33K +16 +5%
HIA
2021
Harbor Investment Advisory
Maryland
$139K – – –
FMII
2022
Farmers & Merchants Investments Inc
Nebraska
$138K -$16.2K -41 -11%
EP
2023
Essential Partners
California
$138K +$12.7K +32 +10%
GSWM
2024
Golden State Wealth Management
California
$138K +$16.6K +42 +14%
AEPWM
2025
Atlantic Edge Private Wealth Management
Florida
$137K – – –
79 80
81
82 83